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Profiles

A Profile in Abelo represents a unified customer identity aggregating contact details, e-commerce purchase metrics, list memberships, and channel marketing consent across your organization.

Profiles serve as the single source of truth for recipient data, ensuring accurate targeting, personalization, and regulatory compliance.

1. Overview

In Abelo, profiles are populated through multiple automated and manual channels:

  • E-Commerce Synchronization: Automatically created and updated when customers place orders, register accounts, or update contact info in connected Shopify or WooCommerce stores.
  • Onsite Lead Capture: Created in real time when visitors submit phone numbers via Abelo lead forms and widgets.
  • CSV Contact Imports: Ingested in bulk by uploading customer spreadsheets to static lists.
  • Manual Creation: Created individually by team members through the Abelo dashboard.

2. Profile Data Model & Attributes

Each customer profile maintains structured identity, commercial value, and compliance records:

Identity & Contact Fields

Field Description Format
Full Name Customer's first and last name. String (e.g., Alex Papadopoulos)
Phone Number Primary mobile phone number used for messaging dispatches. International E.164 format (e.g., +306912345678)
Email Customer's email address. Standard email format (e.g., alex@example.com)
Updated At Timestamp of the most recent profile update. Standard date/time

Commercial & Sales Metrics (Synced Stores)

When an e-commerce store is connected, Abelo computes lifetime customer value metrics directly from order history:

Field Description Usage
Sales Generated (total_spent) Lifetime net revenue generated across all completed orders in store currency. Used for high-value customer segmentation and RFM modeling.
Orders Count (orders_count) Cumulative number of completed store orders. Distinguishes first-time buyers from repeat loyal customers.
Last Order Date Timestamp of the customer's most recent purchase. Identifies active, at-risk, and churned customers.

Abelo tracks marketing consent separately for each messaging channel:

Channel Consent Description Indicator
Viber Marketing Consent Explicit opt-in permission to receive promotional Viber messages. Active (consented) or Inactive (not consented)
SMS Marketing Consent Explicit opt-in permission to receive promotional SMS messages. Active (consented) or Inactive (not consented)

Navigate to Audience > Profiles in the main sidebar to view and search all profiles registered in your organization.

The profiles table displays:

  • Full Name: Customer's full name.
  • Phone Number: Formatted mobile number accompanied by channel consent badges:
    • Green Viber badge indicates active Viber marketing consent.
    • Green SMS badge indicates active SMS marketing consent.
  • Sales Value: Total net lifetime spend generated by the customer (displayed when a store is connected).
  • Orders: Total completed order count (displayed when a store is connected).
  • Last Updated: Date of the latest data synchronization or manual update.
  • Actions:
    • View Details: Open the detailed profile view.

Searching Profiles

Use the search bar at the top right of the table to quickly locate any profile by entering their mobile phone number or e-mail.

4. Profile Details View

Clicking View Details on any profile row opens the profile detail page.

Profile Overview Card

  • Displays the profile's full name, phone number, and e-mail address.
  • Provides explicit marketing consent statements for both Viber and SMS messaging channels.
  • Lists all static contact lists the profile currently belongs to. You can navigate directly to any list or remove the profile from a specific list with a single click.

Commercial Summary Card

If an e-commerce integration is active, this card highlights:

  • Sales Generated: Total lifetime revenue attributed to this profile.
  • Order Count: Cumulative order volume placed by this profile.

5. Creating a Profile

To manually add a new profile:

  1. Navigate to Audience > Profiles.
  2. Click Add new Profile.
  3. Complete the profile creation form:
    • First Name: Customer's given name (optional).
    • Last Name: Customer's family name (optional).
    • Mobile Number: Primary mobile phone number in international E.164 format (required).
    • SMS Marketing Consent: Toggle on if the customer provided explicit consent to receive SMS marketing messages.
    • Viber Marketing Consent: Toggle on if the customer provided explicit consent to receive Viber marketing messages.
  4. Click Save to create the profile.

6. Editing and Deleting Profiles

Editing a Profile

  1. Open the profile detail page from Audience > Profiles.
  2. Click Edit Profile in the top-right corner.
  3. Update the customer's name, phone number, or channel marketing consent toggles.
  4. Click Save Changes.

Deleting a Profile

Under the Profile Deletion section on the detail page:

  1. Click Delete Profile.
  2. Confirm the action in the prompt dialog.

Connected Store Profiles

If your organization has a connected Shopify or WooCommerce store, customer profiles originating from that integrated source are managed directly in the store and cannot be edited or deleted manually in Abelo. This ensures store-synchronized customer records, orders, and consent statuses remain consistent with your e-commerce source of truth.

Permanent Data Deletion

Deleting a customer profile permanently removes all contact details, consent flags, and historical associations from your organization. This action cannot be undone.